Select
asset managers, hedge funds, private equity, real estate, FinTech and venture capital firms, as well as sophisticated family offices, since 2008.
a nuanced understanding
of the breakaway advisor and independent wealth management space, with breakaways representing a particular area of specialization.
Our design and communications specialists work collaboratively to address the key elements for delivering a unified visual brand and verbal message. We employ a disciplined process from initial onboarding through the creation of final products with the flexibility needed to accommodate unique client priorities and objectives – we understand that no one project or mandate is alike.
Ovis has also helped hundreds of breakaway advisors and fund launches create sophisticated brands, websites and marketing materials for their newly independent firms, as well as the established teams that need help elevating or streamlined their brand, marketing and online presence as they evolve and expand their practice.
Most alternative asset managers fall into the pattern of selling features of their Fund, but not benefits to their investors? We understand the difference and have the expertise to deliver a benefit driven message, both verbally and visually.
We understand the unique needs of these advisor teams and have the expertise to develop the strategies and programs from pre-launch through day-one break. We also provide the necessary growth and ongoing support for these clients’ post-break as they evolve and expand their independent practice.
and provide our clients with a strategic focus that goes beyond the value of great design. Our end-to-end solutions are all conceived, managed, and executed in-house – we do not outsource any functionality overseas.
At Ovis, we pride ourselves on the consistency, accuracy, and
effectiveness of all our projects.